BMM

Buffington Mohr McNeal Portfolio holdings

AUM $507M
1-Year Est. Return 5.85%
This Quarter Est. Return
1 Year Est. Return
+5.85%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$608M
AUM Growth
+$37.8M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
131
New
Increased
Reduced
Closed

Top Buys

1
+$8.8M
2
+$3.97M
3
+$3.02M
4
GOOG icon
Alphabet (Google) Class C
GOOG
+$2.03M
5
AVGO icon
Broadcom
AVGO
+$949K

Top Sells

1
+$8.07M
2
+$4.25M
3
+$1.46M
4
GOOGL icon
Alphabet (Google) Class A
GOOGL
+$981K
5
ABT icon
Abbott
ABT
+$694K

Sector Composition

1 Technology 16.63%
2 Healthcare 10.78%
3 Financials 10.38%
4 Industrials 8.05%
5 Consumer Staples 6.08%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
126
$227K 0.04%
2,650
-15
127
$226K 0.04%
1,329
-72
128
$221K 0.04%
+2,022
129
$219K 0.04%
7,527
+5
130
$210K 0.03%
+885
131
– –
-7,400
2 3 4 5
6